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Independent Research
Disruptive Ideas
Disruptive Ideas
Disruptive Ideas
Occasional papers with thought-provoking insights, challenging consensus views
Policy Compass
Disruptive Ideas
Disruptive Ideas
Follow history in the making, with consistently updated views on global policy developments
Monetary Affairs
Disruptive Ideas
Monetary Affairs
Our take on the actions and decisions of global central banks
Travel Notes
Macro Picture
Monetary Affairs
Reports on our trips around the world. A deep dive into domestic and international affairs
Market Views
Macro Picture
Macro Picture
Market and asset allocation implications of our macroeconomic, geopolitical and policy views
Macro Picture
Macro Picture
Macro Picture
Our assessment, via our heuristic approach, of major economic, political and financial events
RESEARCH BY REGION - COUNTRY - THEME
RECENT PUBLICATIONS
Review: In a Split Decision, The BOE Pauses After the Lower Inflation Data
Flash Review: The Fed “Skips” September, But Still Signals Another Hike in 2023
Flash Review: The Fed “Skips” September, But Still Signals Another Hike in 2023
by Brunello Rosa and Nato Balavadze
21 September 2023
Flash Review: The Fed “Skips” September, But Still Signals Another Hike in 2023
Flash Review: The Fed “Skips” September, But Still Signals Another Hike in 2023
Flash Review: The Fed “Skips” September, But Still Signals Another Hike in 2023
by Brunello Rosa and Nato Balavadze
20 September 2023
Preview: Fed To Skip The September Hike, But May Hike Again This Year
Flash Review: The Fed “Skips” September, But Still Signals Another Hike in 2023
Flash Preview: BoE Set To Increase Rates, While Closely Watching Inflation Data
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
19 September 2023
Flash Preview: BoE Set To Increase Rates, While Closely Watching Inflation Data
Flash Preview: BoE Set To Increase Rates, While Closely Watching Inflation Data
Flash Preview: BoE Set To Increase Rates, While Closely Watching Inflation Data
by Brunello Rosa and Nato Balavadze
18 September 2023
Review: ECB Hikes Rates and Hints at the Peak of The Tightening Cycle
Flash Preview: BoE Set To Increase Rates, While Closely Watching Inflation Data
Preview: ECB To “Skip” the Hike in September, In a Finely Balanced Decision
by Brunello Rosa and Nato Balavadze
14 September 2023
Preview: ECB To “Skip” the Hike in September, In a Finely Balanced Decision
Flash Preview: BoE Set To Increase Rates, While Closely Watching Inflation Data
Preview: ECB To “Skip” the Hike in September, In a Finely Balanced Decision
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
11 September 2023
Central Banking in BRICS: Post-Pandemic Landscape And Next Likely Moves
Central Banking in BRICS: Post-Pandemic Landscape And Next Likely Moves
Central Banking in BRICS: Post-Pandemic Landscape And Next Likely Moves
by Ridipt Singh
8 September 2023
The Qatari Bridge Between the U.S. and Iran
Central Banking in BRICS: Post-Pandemic Landscape And Next Likely Moves
Central Banking in BRICS: Post-Pandemic Landscape And Next Likely Moves
by Gulf State Analytics
6 September 2023
The Russia-Belarus Union State and the Relevance of the Suwalki Gap
Central Banking in BRICS: Post-Pandemic Landscape And Next Likely Moves
The Russia-Belarus Union State and the Relevance of the Suwalki Gap
by London Politica
5 September 2023
The Russian Power Structure’s “Clean-Up” Operation
Inflation Continues To Fall in Both Developed and Emerging Markets
The Russia-Belarus Union State and the Relevance of the Suwalki Gap
by Marco Lucchin
30 August 2023
Inflation Continues To Fall in Both Developed and Emerging Markets
Inflation Continues To Fall in Both Developed and Emerging Markets
Inflation Continues To Fall in Both Developed and Emerging Markets
by London Politica
24 August 2023
July - August 2023
Deep Down, But Not Out: An Overview of Growth in Developed and Emerging Markets
Deep Down, But Not Out: An Overview of Growth in Developed and Emerging Markets
Deep Down, But Not Out: An Overview of Growth in Developed and Emerging Markets
by London Politica
22 August 2023
Putin’s Charm Offensive in the Sahel
Deep Down, But Not Out: An Overview of Growth in Developed and Emerging Markets
Deep Down, But Not Out: An Overview of Growth in Developed and Emerging Markets
by Billy Buddel
17 August 2023
Coup d’État in Niger: The Military and ECOWAS’s Role As Contributing Factors?
Deep Down, But Not Out: An Overview of Growth in Developed and Emerging Markets
Coup d’État in Niger: The Military and ECOWAS’s Role As Contributing Factors?
by Marina Tovar I Velasco
9 August 2023
The Future of Energy Diplomacy Between Iran, Kuwait, and Saudi Arabia
Elections in 2024: The Year That Can Change The World’s Fate: Part 2 – Emerging Markets
Coup d’État in Niger: The Military and ECOWAS’s Role As Contributing Factors?
by Gulf State Analytics
8 August 2023
Review: BOE Hikes Again As It Sees First Signs of “Persistent” Inflation Crystallising
Elections in 2024: The Year That Can Change The World’s Fate: Part 2 – Emerging Markets
Elections in 2024: The Year That Can Change The World’s Fate: Part 2 – Emerging Markets
by Brunello Rosa and Nato Balavadze
3 August 2023
Elections in 2024: The Year That Can Change The World’s Fate: Part 2 – Emerging Markets
Elections in 2024: The Year That Can Change The World’s Fate: Part 2 – Emerging Markets
Elections in 2024: The Year That Can Change The World’s Fate: Part 2 – Emerging Markets
by London Politica
2 August 2023
Snap Elections in Spain: Commentary, Analysis, and Implications
Review: BOJ To Conduct Yield Curve Control With Greater Flexibility
Snap Elections in Spain: Commentary, Analysis, and Implications
by Ruy Scalamandré
1 August 2023
Flash Preview: BoE To Continue Its Tightening Policy In July
Review: BOJ To Conduct Yield Curve Control With Greater Flexibility
Snap Elections in Spain: Commentary, Analysis, and Implications
by Brunello Rosa and Nato Balavadze
28 July 2023
Review: BOJ To Conduct Yield Curve Control With Greater Flexibility
Review: BOJ To Conduct Yield Curve Control With Greater Flexibility
Review: BOJ To Conduct Yield Curve Control With Greater Flexibility
by Brunello Rosa and Nato Balavadze
28 July 2023
Review: ECB Hikes Rates and Moves to Fully Data-Dependent Mode
Flash Review: The Fed Hikes Rates in July And Will Decide About Future Moves At Each Meeting
Review: BOJ To Conduct Yield Curve Control With Greater Flexibility
by Brunello Rosa and Nato Balavadze
27 July 2023
Flash Review: The Fed Hikes Rates in July And Will Decide About Future Moves At Each Meeting
Flash Review: The Fed Hikes Rates in July And Will Decide About Future Moves At Each Meeting
Flash Review: The Fed Hikes Rates in July And Will Decide About Future Moves At Each Meeting
by Brunello Rosa and Nato Balavadze
26 July 2023
Preview: BOJ Most Likely To Stay Put In July
Flash Review: The Fed Hikes Rates in July And Will Decide About Future Moves At Each Meeting
Flash Review: The Fed Hikes Rates in July And Will Decide About Future Moves At Each Meeting
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
25 July 2023
June - July 2023
Preview: Fed To Hike in July But Not Decided If That Is The Last Hike
ECB To Hike Rates in July and Signal Possible Tightening Ahead While Remaining Data Dependent
ECB To Hike Rates in July and Signal Possible Tightening Ahead While Remaining Data Dependent
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
24 July 2023
ECB To Hike Rates in July and Signal Possible Tightening Ahead While Remaining Data Dependent
ECB To Hike Rates in July and Signal Possible Tightening Ahead While Remaining Data Dependent
ECB To Hike Rates in July and Signal Possible Tightening Ahead While Remaining Data Dependent
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
24 July 2023
Elections in 2024: The Year That Can Change The World’s Fate (Part 1 – Developed Economies)
ECB To Hike Rates in July and Signal Possible Tightening Ahead While Remaining Data Dependent
Elections in 2024: The Year That Can Change The World’s Fate (Part 1 – Developed Economies)
by London Politica
19 July 2023
The Wagner Coup: What Happened And What To Expect Soon?
2024 Elections In India: Will Modi’s Popularity Overpass The Opposition Coalition?
Elections in 2024: The Year That Can Change The World’s Fate (Part 1 – Developed Economies)
by London Politica
13 July 2023
The Impact of Prigozhin’s Armed Rebellion On the Stability of Putin’s Regime
2024 Elections In India: Will Modi’s Popularity Overpass The Opposition Coalition?
2024 Elections In India: Will Modi’s Popularity Overpass The Opposition Coalition?
by Marco Lucchin
11 July 2023
2024 Elections In India: Will Modi’s Popularity Overpass The Opposition Coalition?
2024 Elections In India: Will Modi’s Popularity Overpass The Opposition Coalition?
2024 Elections In India: Will Modi’s Popularity Overpass The Opposition Coalition?
by London Politica
6 July 2023
Main Outcomes of Mohammed bin Salman’s Latest Visit to Paris
Main Outcomes of Mohammed bin Salman’s Latest Visit to Paris
Main Outcomes of Mohammed bin Salman’s Latest Visit to Paris
by Gulf State Analytics
5 July 2023
Key Takeaways from London’s Conference On Ukraine’s Recovery
Main Outcomes of Mohammed bin Salman’s Latest Visit to Paris
Main Outcomes of Mohammed bin Salman’s Latest Visit to Paris
by London Politica
4 July 2023
Central Banks Between Delusions And Certainties
Main Outcomes of Mohammed bin Salman’s Latest Visit to Paris
Key Takeaways from Antony Blinken’s Visit to China
by Filippo Ramigni
27 June 2023
Key Takeaways from Antony Blinken’s Visit to China
Review: BOE Increases Rates More Than Expected After The Inflation Surprise
Key Takeaways from Antony Blinken’s Visit to China
by London Politica
23 June 2023
Review: BOE Increases Rates More Than Expected After The Inflation Surprise
Review: BOE Increases Rates More Than Expected After The Inflation Surprise
Review: BOE Increases Rates More Than Expected After The Inflation Surprise
by Brunello Rosa and Nato Balavadze
22 June 2023
Travel Notes Germany: A Resilient Economy Despite the Technical Recession
Review: BOE Increases Rates More Than Expected After The Inflation Surprise
Review: BOE Increases Rates More Than Expected After The Inflation Surprise
By Brunello Rosa and Nouriel Roubini
20 June 2023
May - June 2023
Flash Preview: BoE To Increase Rates In June and Suggest That the Tightening Cycle is Not Over Yet
Flash Preview: BoE To Increase Rates In June and Suggest That the Tightening Cycle is Not Over Yet
Flash Preview: BoE To Increase Rates In June and Suggest That the Tightening Cycle is Not Over Yet
By Brunello Rosa and Nato Balavadze
16 June 2023
Review: ECB Increases Rates in June, And Hints At July’s, And Possibly Further, Hikes
Flash Preview: BoE To Increase Rates In June and Suggest That the Tightening Cycle is Not Over Yet
Flash Preview: BoE To Increase Rates In June and Suggest That the Tightening Cycle is Not Over Yet
By Brunello Rosa and Nato Balavadze
15 June 2023
Fed “Skips” June, But Signals Two More Hikes To Come in 2023, With July Becoming a “Live” Meeting
Flash Preview: BoE To Increase Rates In June and Suggest That the Tightening Cycle is Not Over Yet
Fed “Skips” June, But Signals Two More Hikes To Come in 2023, With July Becoming a “Live” Meeting
By Brunello Rosa and Nato Balavadze
14 June 2023
Will Central Bankers Also Use Artificial Intelligence?
Preview: ECB To Slot In Another 25bps Hike In June, Opening The Discussion on July
Fed “Skips” June, But Signals Two More Hikes To Come in 2023, With July Becoming a “Live” Meeting
by Filippo Ramigni
13 June 2023
Preview: ECB To Slot In Another 25bps Hike In June, Opening The Discussion on July
Preview: ECB To Slot In Another 25bps Hike In June, Opening The Discussion on July
Preview: ECB To Slot In Another 25bps Hike In June, Opening The Discussion on July
By Brunello Rosa, Nouriel Roubini and Nato Balavadze
12 June 2023
Preview: Fed To Deliver a Hawkish Pause in June
Preview: ECB To Slot In Another 25bps Hike In June, Opening The Discussion on July
Preview: ECB To Slot In Another 25bps Hike In June, Opening The Discussion on July
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
12 June 2023
Spanish Elections: Uncertainty and Polarization
Erdogan’s Next Term: Unpacking Turkey’s Elections and the Future of Turkish Politics
Assad’s Visit to Jeddah Marks The Return Of Syria To The Arab League
by London Politica
7 June 2023
Assad’s Visit to Jeddah Marks The Return Of Syria To The Arab League
Erdogan’s Next Term: Unpacking Turkey’s Elections and the Future of Turkish Politics
Assad’s Visit to Jeddah Marks The Return Of Syria To The Arab League
by Gulf State Analytics
2 June 2023
Erdogan’s Next Term: Unpacking Turkey’s Elections and the Future of Turkish Politics
Erdogan’s Next Term: Unpacking Turkey’s Elections and the Future of Turkish Politics
US Presidential Election: The Influence of Trump and the Strength of the Political Parties
by London Politica
31 May 2023
US Presidential Election: The Influence of Trump and the Strength of the Political Parties
US Presidential Election: The Influence of Trump and the Strength of the Political Parties
US Presidential Election: The Influence of Trump and the Strength of the Political Parties
by London Politica
25 May 2023
The “West” - China Decoupling: The Current State of Affairs
US Presidential Election: The Influence of Trump and the Strength of the Political Parties
The “West” - China Decoupling: The Current State of Affairs
by London Politica
18 May 2023
US, China, and the Resurgence of Middle East Politics
US Presidential Election: The Influence of Trump and the Strength of the Political Parties
The “West” - China Decoupling: The Current State of Affairs
by Mirko Giordani
17 May 2023
MAy 2023
The Complicated Post-Inflation Environment For Markets And Central Banks
The Complicated Post-Inflation Environment For Markets And Central Banks
The Complicated Post-Inflation Environment For Markets And Central Banks
by Filippo Ramigni
16 May 2023
Sudan Civil War: Causes And Geopolitical Implications
The Complicated Post-Inflation Environment For Markets And Central Banks
The Complicated Post-Inflation Environment For Markets And Central Banks
by London Politica
12 May 2023
Flash Review: BOE Hikes Rates by 25bps and Maintains a Hawkish Bias
The Complicated Post-Inflation Environment For Markets And Central Banks
Flash Review: BOE Hikes Rates by 25bps and Maintains a Hawkish Bias
by Brunello Rosa and Nato Balavadze
11 May 2023
Mounting Tensions in Tunisia
The UK’s Shifting Political Landscape: British Local Elections, Inflation and Its Political Impac
Flash Review: BOE Hikes Rates by 25bps and Maintains a Hawkish Bias
by London Politica
11 May 2023
Major Changes in Saudi Arabia’s Foreign Policy
The UK’s Shifting Political Landscape: British Local Elections, Inflation and Its Political Impac
The UK’s Shifting Political Landscape: British Local Elections, Inflation and Its Political Impac
by Gulf State Analytics
10 May 2023
The UK’s Shifting Political Landscape: British Local Elections, Inflation and Its Political Impac
The UK’s Shifting Political Landscape: British Local Elections, Inflation and Its Political Impac
The UK’s Shifting Political Landscape: British Local Elections, Inflation and Its Political Impac
by London Politica
9 May 2023
BoE To Increase Rates In May And Signal that Further Hikes May be Needed To Tame Inflation
The Fed Hikes Rates by 25bps And Signals The Beginning of A Pause, While Retaining a Hawkish Bias
“Non-Pausing” ECB Increases Rates, Signals Further Hikes and Will Stop APP Re-investment in July
by Brunello Rosa and Nato Balavadze
5 May 2023
“Non-Pausing” ECB Increases Rates, Signals Further Hikes and Will Stop APP Re-investment in July
The Fed Hikes Rates by 25bps And Signals The Beginning of A Pause, While Retaining a Hawkish Bias
“Non-Pausing” ECB Increases Rates, Signals Further Hikes and Will Stop APP Re-investment in July
by Brunello Rosa and Nato Balavadze
4 May 2023
The Fed Hikes Rates by 25bps And Signals The Beginning of A Pause, While Retaining a Hawkish Bias
The Fed Hikes Rates by 25bps And Signals The Beginning of A Pause, While Retaining a Hawkish Bias
The Fed Hikes Rates by 25bps And Signals The Beginning of A Pause, While Retaining a Hawkish Bias
by Brunello Rosa and Nato Balavadze
3 May 2023
The Fed Between Expected Recession And Banking Crisis
Preview: Fed To Increase Rates by 25bps in May and Signal a Hawkish Pause
The Fed Hikes Rates by 25bps And Signals The Beginning of A Pause, While Retaining a Hawkish Bias
by Filippo Ramigni
2 May 2023
Preview: ECB To Increase Rates By 25bps in May and Remain Hawkish
Preview: Fed To Increase Rates by 25bps in May and Signal a Hawkish Pause
Preview: Fed To Increase Rates by 25bps in May and Signal a Hawkish Pause
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
2 May 2023
Preview: Fed To Increase Rates by 25bps in May and Signal a Hawkish Pause
Preview: Fed To Increase Rates by 25bps in May and Signal a Hawkish Pause
Preview: Fed To Increase Rates by 25bps in May and Signal a Hawkish Pause
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
1 May 2023
March - April 2023
Looming Instability for Turkish Politics: An Explainer on the Upcoming Turkish Elections
Looming Instability for Turkish Politics: An Explainer on the Upcoming Turkish Elections
Looming Instability for Turkish Politics: An Explainer on the Upcoming Turkish Elections
by London Politica
27 April 2023
The AUKUS Alliance and Its Implications For the Indo-Pacific
Looming Instability for Turkish Politics: An Explainer on the Upcoming Turkish Elections
Looming Instability for Turkish Politics: An Explainer on the Upcoming Turkish Elections
by London Politica
19 April 2023
Market Expectations vs Fed Reality
Looming Instability for Turkish Politics: An Explainer on the Upcoming Turkish Elections
The Evolving Dimensions of Japan’s Indo-Pacific Strategy
by Filippo Ramigni
18 April 2023
The Evolving Dimensions of Japan’s Indo-Pacific Strategy
Israeli Democracy and Security at Risk? A Briefer on Recent Developments in Israel
The Evolving Dimensions of Japan’s Indo-Pacific Strategy
by Mirko Giordani
13 April 2023
Israeli Democracy and Security at Risk? A Briefer on Recent Developments in Israel
Israeli Democracy and Security at Risk? A Briefer on Recent Developments in Israel
Israeli Democracy and Security at Risk? A Briefer on Recent Developments in Israel
by London Politica
12 April 2023
The Saudi-Iranian Diplomatic Deal and Intra-GCC Relations
Israeli Democracy and Security at Risk? A Briefer on Recent Developments in Israel
Israeli Democracy and Security at Risk? A Briefer on Recent Developments in Israel
by Gulf State Analytics
6 April 2023
Evasion Tactics: How Russia Is Using Other Countries To Circumvent U.S. Sanctions
War In Ukraine: “Endgame” Scenarios For the First Proxy War Between US and China In Cold War 2
Evasion Tactics: How Russia Is Using Other Countries To Circumvent U.S. Sanctions
by London Politica
5 April 2023
OPEC’s Oil Production Cut Further Complicates Central Banks’ Job
War In Ukraine: “Endgame” Scenarios For the First Proxy War Between US and China In Cold War 2
Evasion Tactics: How Russia Is Using Other Countries To Circumvent U.S. Sanctions
by Filippo Ramigni
4 April 2023
War In Ukraine: “Endgame” Scenarios For the First Proxy War Between US and China In Cold War 2
War In Ukraine: “Endgame” Scenarios For the First Proxy War Between US and China In Cold War 2
War In Ukraine: “Endgame” Scenarios For the First Proxy War Between US and China In Cold War 2
by Marco Lucchin and Brunello Rosa
30 March 2023
A Summary and Analysis of China’s ‘Two Sessions’
Flash Review: BOE Increases Rates In Spite of Ongoing Banking Crises, Given Stubborn Inflation
War In Ukraine: “Endgame” Scenarios For the First Proxy War Between US and China In Cold War 2
by London Politica
29 March 2023
Georgia’s Fighting Not To Follow Ukraine’s Faith
Flash Review: BOE Increases Rates In Spite of Ongoing Banking Crises, Given Stubborn Inflation
Flash Review: BOE Increases Rates In Spite of Ongoing Banking Crises, Given Stubborn Inflation
by Nato Balavadze
28 March 2023
Flash Review: BOE Increases Rates In Spite of Ongoing Banking Crises, Given Stubborn Inflation
Flash Review: BOE Increases Rates In Spite of Ongoing Banking Crises, Given Stubborn Inflation
Flash Review: BOE Increases Rates In Spite of Ongoing Banking Crises, Given Stubborn Inflation
by Brunello Rosa and Nato Balavadze
23 March 2023
March 2023
Review: The Fed Increases Rates, Signals Further Tightening Ahead and Dismisses Rate Cuts In 2023
Review: The Fed Increases Rates, Signals Further Tightening Ahead and Dismisses Rate Cuts In 2023
Review: The Fed Increases Rates, Signals Further Tightening Ahead and Dismisses Rate Cuts In 2023
by Brunello Rosa and Nato Balavadze
22 March 2023
Biden’s Private Meeting with Scholz: An Effort to Strengthen the Partnership?
Review: The Fed Increases Rates, Signals Further Tightening Ahead and Dismisses Rate Cuts In 2023
Review: The Fed Increases Rates, Signals Further Tightening Ahead and Dismisses Rate Cuts In 2023
by London Politica
22 March 2023
Banking Crisis Amplified Fed’s Dilemma
Review: The Fed Increases Rates, Signals Further Tightening Ahead and Dismisses Rate Cuts In 2023
Preview: Fed Likely To Increase Rates by 25bps, In Spite of Financial Stability Risks
by Filippo Ramigni
21 March 2023
Preview: Fed Likely To Increase Rates by 25bps, In Spite of Financial Stability Risks
ECB Increases Rates and Confirms to Be Data Dependent, But “There’s More Ground To Cover”
Preview: Fed Likely To Increase Rates by 25bps, In Spite of Financial Stability Risks
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
20 March 2023
In a Finely Balanced Decision, We Expect The BoE To Raise Rates In March
ECB Increases Rates and Confirms to Be Data Dependent, But “There’s More Ground To Cover”
ECB Increases Rates and Confirms to Be Data Dependent, But “There’s More Ground To Cover”
by Brunello Rosa and Nato Balavadze
17 March 2023
ECB Increases Rates and Confirms to Be Data Dependent, But “There’s More Ground To Cover”
ECB Increases Rates and Confirms to Be Data Dependent, But “There’s More Ground To Cover”
ECB Increases Rates and Confirms to Be Data Dependent, But “There’s More Ground To Cover”
by Brunello Rosa and Nato Balavadze
16 March 2023
ECB Preview Update: Uncertainty On ECB Decision Increases
ECB To Increase Rates But Condition Timing and Size of Further Rate Hikes on Financial Conditions
ECB To Increase Rates But Condition Timing and Size of Further Rate Hikes on Financial Conditions
by Brunello Rosa and Nouriel Roubini
14 March 2023
ECB To Increase Rates But Condition Timing and Size of Further Rate Hikes on Financial Conditions
ECB To Increase Rates But Condition Timing and Size of Further Rate Hikes on Financial Conditions
ECB To Increase Rates But Condition Timing and Size of Further Rate Hikes on Financial Conditions
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
13 March 2023
The UK-EU Windsor Framework: A New Deal for Northern Ireland
ECB To Increase Rates But Condition Timing and Size of Further Rate Hikes on Financial Conditions
The UK-EU Windsor Framework: A New Deal for Northern Ireland
by London Politica
10 March 2023
The Munich Security Conference and Wang Yi’s European Tour
The Munich Security Conference and Wang Yi’s European Tour
The UK-EU Windsor Framework: A New Deal for Northern Ireland
by London Politica
7 March 2023
To Be Or Not To Be (In a Recession)? That Is The Question
The Munich Security Conference and Wang Yi’s European Tour
To Be Or Not To Be (In a Recession)? That Is The Question
by Filippo Ramigni
7 March 2023
Syria’s Post-Earthquake Diplomatic Standing In The Gulf
The Munich Security Conference and Wang Yi’s European Tour
To Be Or Not To Be (In a Recession)? That Is The Question
by Gulf State Analytics
2 March 2023
February 2023
Chinese Balloon in US Airspace: A Diplomatic Crisis and Escalation of US-China Relations?
Chinese Balloon in US Airspace: A Diplomatic Crisis and Escalation of US-China Relations?
Chinese Balloon in US Airspace: A Diplomatic Crisis and Escalation of US-China Relations?
by London Politica
23 February 2023
Travel Notes Italy: Navigating Between Macroeconomic Resilience and Geopolitical Tensions
Chinese Balloon in US Airspace: A Diplomatic Crisis and Escalation of US-China Relations?
Chinese Balloon in US Airspace: A Diplomatic Crisis and Escalation of US-China Relations?
by Brunello Rosa
22 February 2023
When The Going Gets Tough, The Tough Get Going
Chinese Balloon in US Airspace: A Diplomatic Crisis and Escalation of US-China Relations?
De-Dollarisation and New Global Supply Chains: An Assessment
by Filippo Ramigni
21 February 2023
De-Dollarisation and New Global Supply Chains: An Assessment
Iran and Saudi Arabia Keep Channels of Communications Open In Spite of Stalled Relations
De-Dollarisation and New Global Supply Chains: An Assessment
by Mirko Giordani
16 February 2022
Iran and Saudi Arabia Keep Channels of Communications Open In Spite of Stalled Relations
Iran and Saudi Arabia Keep Channels of Communications Open In Spite of Stalled Relations
Iran and Saudi Arabia Keep Channels of Communications Open In Spite of Stalled Relations
by Gulf State Analytics
15 February 2023
China-Taiwan-US Relations and Their Regional Implications
Iran and Saudi Arabia Keep Channels of Communications Open In Spite of Stalled Relations
Iran and Saudi Arabia Keep Channels of Communications Open In Spite of Stalled Relations
by Mirko Giordani
14 February 2022
The Challenging Political Environment of Brazil After the Failed Coup
The Challenging Political Environment of Brazil After the Failed Coup
The Challenging Political Environment of Brazil After the Failed Coup
by London Politica
9 February 2023
The Growth of Sino-Saudi Relations in a More Multipolar World
The Challenging Political Environment of Brazil After the Failed Coup
The Challenging Political Environment of Brazil After the Failed Coup
by Giorgio Cafiero
8 February 2022
Market Views: The Strange Case of Dr. Jekyll and Mr. Powell
The Challenging Political Environment of Brazil After the Failed Coup
Review: ECB Hikes Rates In February and Signals a 50bps Increase in March But The Market Rallies
by Filippo Ramigni
7 February 2023
Review: ECB Hikes Rates In February and Signals a 50bps Increase in March But The Market Rallies
Fed’s Powell Talks Tough But The Market Rallies, As It Sees The End of The Tightening Cycle In Sight
Review: ECB Hikes Rates In February and Signals a 50bps Increase in March But The Market Rallies
by Brunello Rosa and Nato Balavadze
2 February 2023
Flash Review: BOE Increase Rates Again, But Signal A Potential End To Its Tightening Cycle
Fed’s Powell Talks Tough But The Market Rallies, As It Sees The End of The Tightening Cycle In Sight
Fed’s Powell Talks Tough But The Market Rallies, As It Sees The End of The Tightening Cycle In Sight
by Brunello Rosa and Nato Balavadze
2 February 2023
Fed’s Powell Talks Tough But The Market Rallies, As It Sees The End of The Tightening Cycle In Sight
Fed’s Powell Talks Tough But The Market Rallies, As It Sees The End of The Tightening Cycle In Sight
Fed’s Powell Talks Tough But The Market Rallies, As It Sees The End of The Tightening Cycle In Sight
by Brunello Rosa and Nato Balavadze
1 February 2023
January 2023
Market Views: The Markets’ Big Gamble Of 2023
Preview: Fed To Further Reduce Its Pace of Tightening in February but Signal Further Rate Hikes
Preview: Fed To Further Reduce Its Pace of Tightening in February but Signal Further Rate Hikes
by Filippo Ramigni
31 January 2023
Preview: Fed To Further Reduce Its Pace of Tightening in February but Signal Further Rate Hikes
Preview: Fed To Further Reduce Its Pace of Tightening in February but Signal Further Rate Hikes
Preview: Fed To Further Reduce Its Pace of Tightening in February but Signal Further Rate Hikes
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
30 January 2023
Preview: ECB To Enter Into Persistent Tightening Territory in February
Preview: Fed To Further Reduce Its Pace of Tightening in February but Signal Further Rate Hikes
Preview: ECB To Enter Into Persistent Tightening Territory in February
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
30 January 2023
Flash Preview: BoE To Deliver a 50bps Rate Increase in February
An Outlook On 2023’s Key Elections : What We Know So Far On This Year’s Most Significant Elections
Preview: ECB To Enter Into Persistent Tightening Territory in February
by Brunello Rosa and Nato Balavadze
27 January 2023
Top 3 Overlooked Political Risks For 2023
An Outlook On 2023’s Key Elections : What We Know So Far On This Year’s Most Significant Elections
An Outlook On 2023’s Key Elections : What We Know So Far On This Year’s Most Significant Elections
by London Politica
25 January 2023
An Outlook On 2023’s Key Elections : What We Know So Far On This Year’s Most Significant Elections
An Outlook On 2023’s Key Elections : What We Know So Far On This Year’s Most Significant Elections
An Outlook On 2023’s Key Elections : What We Know So Far On This Year’s Most Significant Elections
by London Politica
20 January 2023
Flash Review: BOJ Surprised The Market Again, And Left Its Policy Unchanged In January
Preview: BOJ To Continue Its Journey Out Of Ultra-Loose Policy As The Choice of a New Governor Looms
Flash Review: BOJ Surprised The Market Again, And Left Its Policy Unchanged In January
by Brunello Rosa and Nato Balavadze
18 January 2023
Market Views: Positive Start Of The Year, With Good News From China And Europe
Preview: BOJ To Continue Its Journey Out Of Ultra-Loose Policy As The Choice of a New Governor Looms
Flash Review: BOJ Surprised The Market Again, And Left Its Policy Unchanged In January
by Filippo Ramigni
17 January 2023
Preview: BOJ To Continue Its Journey Out Of Ultra-Loose Policy As The Choice of a New Governor Looms
Preview: BOJ To Continue Its Journey Out Of Ultra-Loose Policy As The Choice of a New Governor Looms
Preview: BOJ To Continue Its Journey Out Of Ultra-Loose Policy As The Choice of a New Governor Looms
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
16 January 2023
The World Cup And A Rising Gulf
The World Cup And A Rising Gulf
Preview: BOJ To Continue Its Journey Out Of Ultra-Loose Policy As The Choice of a New Governor Looms
by Gulf State Analytics
11 January 2023
Policy Compass: Covid In China
The World Cup And A Rising Gulf
Policy Compass: Covid In China
by London Politica
5 January 2023
The Age of Megathreats
The World Cup And A Rising Gulf
Policy Compass: Covid In China
by Nouriel Roubini
4 January 2023
DECEMBER 2022
Market Views: Investors Hope For An “Ordinary” 2023
Market Views: Investors Hope For An “Ordinary” 2023
Market Views: Investors Hope For An “Ordinary” 2023
by Filippo Ramigni
30 December 2022
Argentina: Political Crisis, Economic Uncertainty
Market Views: Investors Hope For An “Ordinary” 2023
Market Views: Investors Hope For An “Ordinary” 2023
by London Politica
29 December 2022
Global Outlook 2023: A Year Of Stagflation
Market Views: Investors Hope For An “Ordinary” 2023
The Ukraine War Requires Israel to Strike a Challenging Balance
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
23 December 2022
The Ukraine War Requires Israel to Strike a Challenging Balance
Travel Notes - France: Raising The Red Flag For A Possible Victory By Le Pen in 2027
The Ukraine War Requires Israel to Strike a Challenging Balance
by Giorgio Cafiero
22 December 2022
Market Views: Central Bank Communications Drives Markets Down
Travel Notes - France: Raising The Red Flag For A Possible Victory By Le Pen in 2027
Travel Notes - France: Raising The Red Flag For A Possible Victory By Le Pen in 2027
by Filippo Ramigni
20 December 2022
Travel Notes - France: Raising The Red Flag For A Possible Victory By Le Pen in 2027
Travel Notes - France: Raising The Red Flag For A Possible Victory By Le Pen in 2027
Travel Notes - France: Raising The Red Flag For A Possible Victory By Le Pen in 2027
by Brunello Rosa and Nouriel Roubini
19 December 2022
Review: Norges Bank and SNB Are Approaching The End of Their Tightening Cycles
Flash Review: The BOE Increase Bank Rate by 50bps, With A Dovish Three-Way MPC Split
Review: ECB Reduces The Pace of Rate Increases, But Announces Early Beginning of QT
by Brunello Rosa
15 December 2022
Review: ECB Reduces The Pace of Rate Increases, But Announces Early Beginning of QT
Flash Review: The BOE Increase Bank Rate by 50bps, With A Dovish Three-Way MPC Split
Review: ECB Reduces The Pace of Rate Increases, But Announces Early Beginning of QT
by Brunello Rosa and Nato Balavadze
15 December 2022
Flash Review: The BOE Increase Bank Rate by 50bps, With A Dovish Three-Way MPC Split
Flash Review: The BOE Increase Bank Rate by 50bps, With A Dovish Three-Way MPC Split
Flash Review: Fed Reduces The Pace of Rate Hikes, But Policy Is Yet “Not Restrictive Enough”
by Brunello Rosa and Nato Balavadze
15 December 2022
Flash Review: Fed Reduces The Pace of Rate Hikes, But Policy Is Yet “Not Restrictive Enough”
Preview: ECB To Complete Policy Normalization and Enter The New Phase of its Tightening Cycle
Flash Review: Fed Reduces The Pace of Rate Hikes, But Policy Is Yet “Not Restrictive Enough”
by Brunello Rosa and Nato Balavadze
14 December 2022
Preview: ECB To Complete Policy Normalization and Enter The New Phase of its Tightening Cycle
Preview: ECB To Complete Policy Normalization and Enter The New Phase of its Tightening Cycle
Preview: ECB To Complete Policy Normalization and Enter The New Phase of its Tightening Cycle
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
13 December 2022
Market Views: Showdown for Central Banks
Preview: ECB To Complete Policy Normalization and Enter The New Phase of its Tightening Cycle
Preview: ECB To Complete Policy Normalization and Enter The New Phase of its Tightening Cycle
by Filippo Ramigni
13 December 2022
november - december 2022
Preview: BoE To Continue Increasing Rates In Spite Of The Incipient Recession
Preview: BoE To Continue Increasing Rates In Spite Of The Incipient Recession
Preview: BoE To Continue Increasing Rates In Spite Of The Incipient Recession
by Brunello Rosa and Nato Balavadze
12 December 2022
Preview: Fed To Slow Down The Pace Of Rate Hikes But To Signal A Higher Peak
Preview: BoE To Continue Increasing Rates In Spite Of The Incipient Recession
Preview: BoE To Continue Increasing Rates In Spite Of The Incipient Recession
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
12 December 2022
Iran Feels Domestic Protests Are Fomented By Foreign Media Outlets
Preview: BoE To Continue Increasing Rates In Spite Of The Incipient Recession
Iran Feels Domestic Protests Are Fomented By Foreign Media Outlets
by Gulf State Analytics
9 December 2022
Market Views: Wishing For a Dove Over The Fed’s Christmas Tree
Travel Notes: Meloni’s Prudent Approach Keeps Italy Out Of The Radar Screen
Iran Feels Domestic Protests Are Fomented By Foreign Media Outlets
by Filippo Ramigni
6 December 2022
Travel Notes: Meloni’s Prudent Approach Keeps Italy Out Of The Radar Screen
Travel Notes: Meloni’s Prudent Approach Keeps Italy Out Of The Radar Screen
Travel Notes: Meloni’s Prudent Approach Keeps Italy Out Of The Radar Screen
by Brunello Rosa
2 December 2022
G20: Takeaways From a Crisis-Ridden Summit
Travel Notes: Meloni’s Prudent Approach Keeps Italy Out Of The Radar Screen
Travel Notes: Meloni’s Prudent Approach Keeps Italy Out Of The Radar Screen
by London Politica
30 November 2022
Market Views: Markets Dream Jerome Powell Acting as Santa Claus
Market Views: Central Banks To Remain Focused on Their Tightening Cycles, In Spite of Inflation Peak
Market Views: Markets Dream Jerome Powell Acting as Santa Claus
by Filippo Ramigni
29 November 2022
Olaf Scholz’s Visit to Beijing Risks Dividing The Western Front
Market Views: Central Banks To Remain Focused on Their Tightening Cycles, In Spite of Inflation Peak
Market Views: Markets Dream Jerome Powell Acting as Santa Claus
by London Politica
23 November 2022
Market Views: Central Banks To Remain Focused on Their Tightening Cycles, In Spite of Inflation Peak
Market Views: Central Banks To Remain Focused on Their Tightening Cycles, In Spite of Inflation Peak
Market Views: Central Banks To Remain Focused on Their Tightening Cycles, In Spite of Inflation Peak
by Filippo Ramigni
22 November 2022
Market Views: Tech Stocks Correct After Reaching “Maturity” Stage
Destined To Choose Between US and China: India’s Military Reform and its Geopolitical Consequences
Market Views: Central Banks To Remain Focused on Their Tightening Cycles, In Spite of Inflation Peak
by Filippo Ramigni
15 November 2022
Destined To Choose Between US and China: India’s Military Reform and its Geopolitical Consequences
Destined To Choose Between US and China: India’s Military Reform and its Geopolitical Consequences
Destined To Choose Between US and China: India’s Military Reform and its Geopolitical Consequences
by London Politica
11 November 2022
U.S. - Saudi Relations At A Low Point Following OPEC+ Decisions On Oil Production
Destined To Choose Between US and China: India’s Military Reform and its Geopolitical Consequences
Destined To Choose Between US and China: India’s Military Reform and its Geopolitical Consequences
by Gulf State Analytics
10 November 2022
october - november 2022
Market Views: The Revenge Of The “Old Economy”
Flash Review: BOE Increases Rates While Forecasting A Prolonged Recession in the UK
Russian Economy: An Economic Shock From Which It Will Be Hard to Recover
by Filippo Ramigni
8 November 2022
Russian Economy: An Economic Shock From Which It Will Be Hard to Recover
Flash Review: BOE Increases Rates While Forecasting A Prolonged Recession in the UK
Russian Economy: An Economic Shock From Which It Will Be Hard to Recover
by London Politica
4 November 2022
Flash Review: BOE Increases Rates While Forecasting A Prolonged Recession in the UK
Flash Review: BOE Increases Rates While Forecasting A Prolonged Recession in the UK
After Jumbo Hike, The Fed Signals A Higher Terminal Rate In Spite of A Slower Pace of Tightening
by Brunello Rosa and Nato Balavadze
3 November 2022
After Jumbo Hike, The Fed Signals A Higher Terminal Rate In Spite of A Slower Pace of Tightening
After Jumbo Hike, The Fed Signals A Higher Terminal Rate In Spite of A Slower Pace of Tightening
After Jumbo Hike, The Fed Signals A Higher Terminal Rate In Spite of A Slower Pace of Tightening
by Brunello Rosa and Nato Balavadze
2 November 2022
Flash Preview: BoE To Increase Rates by (At Least) 75bps in November
After Jumbo Hike, The Fed Signals A Higher Terminal Rate In Spite of A Slower Pace of Tightening
Fed To Continue With Another Jumbo Hike While Signaling a Slowdown in the Pace of Rate Hikes
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
2 November 2022
Fed To Continue With Another Jumbo Hike While Signaling a Slowdown in the Pace of Rate Hikes
After Jumbo Hike, The Fed Signals A Higher Terminal Rate In Spite of A Slower Pace of Tightening
Fed To Continue With Another Jumbo Hike While Signaling a Slowdown in the Pace of Rate Hikes
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
1 November 2022
Review: ECB Delivers Another Jumbo Rate Hike, And Promises More Tightening Ahead
The “New Space” Economy: A Politically Turbulent Ride Towards A Lucrative Horizon
The “New Space” Economy: A Politically Turbulent Ride Towards A Lucrative Horizon
by Brunello Rosa and Nato Balavadze
27 October 2022
The “New Space” Economy: A Politically Turbulent Ride Towards A Lucrative Horizon
The “New Space” Economy: A Politically Turbulent Ride Towards A Lucrative Horizon
The “New Space” Economy: A Politically Turbulent Ride Towards A Lucrative Horizon
by London Politica
26 October 2022
Central Banks Try To Chase Inflation Without Sinking The Real Economy
The “New Space” Economy: A Politically Turbulent Ride Towards A Lucrative Horizon
Central Banks Try To Chase Inflation Without Sinking The Real Economy
by Filippo Ramigni
25 October 2022
ECB Preview: Another Jumbo Rate Hike Is On The Table for October
ECB Preview: Another Jumbo Rate Hike Is On The Table for October
Central Banks Try To Chase Inflation Without Sinking The Real Economy
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
24 October 2022
Brazil on the Edge of Democracy
ECB Preview: Another Jumbo Rate Hike Is On The Table for October
The Bumpy Road Out of QE for the US, the UK and The World Economy
by London Politica
19 October 2022
The Bumpy Road Out of QE for the US, the UK and The World Economy
ECB Preview: Another Jumbo Rate Hike Is On The Table for October
The Bumpy Road Out of QE for the US, the UK and The World Economy
by Filippo Ramigni
18 October 2022
october - september 2022
Xi Jinping To Increase His Grip On the Chinese Communist Party
Xi Jinping To Increase His Grip On the Chinese Communist Party
Xi Jinping To Increase His Grip On the Chinese Communist Party
by London Politica
12 October 2022
The “Wind Of Change” Leaves Investors Puzzled
Xi Jinping To Increase His Grip On the Chinese Communist Party
Xi Jinping To Increase His Grip On the Chinese Communist Party
by Filippo Ramigni
11 October 2022
Balancing Economic Promotion and Cultural Challenges in the GCC
Xi Jinping To Increase His Grip On the Chinese Communist Party
Ukraine-Russia Conflict: How Cyberwarfare Is Used Alongside Conventional Weapons
by Gulf State Analytics
6 October 2022
Ukraine-Russia Conflict: How Cyberwarfare Is Used Alongside Conventional Weapons
As the Fed Tightens Monetary Policy, It Needs to Balance Price Stability and Financial Stability
Ukraine-Russia Conflict: How Cyberwarfare Is Used Alongside Conventional Weapons
by London Politica
5 October 2022
As the Fed Tightens Monetary Policy, It Needs to Balance Price Stability and Financial Stability
As the Fed Tightens Monetary Policy, It Needs to Balance Price Stability and Financial Stability
As the Fed Tightens Monetary Policy, It Needs to Balance Price Stability and Financial Stability
by Filippo Ramigni
4 October 2022
Saudi Arabia’s Re-Gains Centre Stage in a More Multipolar World
As the Fed Tightens Monetary Policy, It Needs to Balance Price Stability and Financial Stability
As the Fed Tightens Monetary Policy, It Needs to Balance Price Stability and Financial Stability
by Giorgio Cafiero
29 September 2022
Market Views: “King” Dollar Dominates Market Dynamics
Review: BOE Raises Rates But Does Not Join The “75bps Hikes” Group on Weakening Economic Activity
With The Far-Right Victory, Italy is About To Do Yet Another Political Experiment
by Filippo Ramigni
27 September 2022
With The Far-Right Victory, Italy is About To Do Yet Another Political Experiment
Review: BOE Raises Rates But Does Not Join The “75bps Hikes” Group on Weakening Economic Activity
With The Far-Right Victory, Italy is About To Do Yet Another Political Experiment
by Brunello Rosa and Nouriel Roubini
23 September 2022
Review: BOE Raises Rates But Does Not Join The “75bps Hikes” Group on Weakening Economic Activity
Review: BOE Raises Rates But Does Not Join The “75bps Hikes” Group on Weakening Economic Activity
Review: BOE Raises Rates But Does Not Join The “75bps Hikes” Group on Weakening Economic Activity
by Brunello Rosa and Nato Balavadze
22 September 2022
Flash Review: Fed Raises Rates by 75bps, But Announces Slower Hiking Pace Ahead
Fed To Increase Rates by 75bps Also in September, But To Slow Down Rate Hikes for the Rest of 2022
Review: BOE Raises Rates But Does Not Join The “75bps Hikes” Group on Weakening Economic Activity
by Brunello Rosa and Nato Balavadze
21 September 2022
Fed To Increase Rates by 75bps Also in September, But To Slow Down Rate Hikes for the Rest of 2022
Fed To Increase Rates by 75bps Also in September, But To Slow Down Rate Hikes for the Rest of 2022
Fed To Increase Rates by 75bps Also in September, But To Slow Down Rate Hikes for the Rest of 2022
by Nouriel Roubini, Brunello Rosa
and Nato Balavadze
20 September 2022
Market Views: Federal Reserve and Bank of England in Focus This Week
Fed To Increase Rates by 75bps Also in September, But To Slow Down Rate Hikes for the Rest of 2022
Fed To Increase Rates by 75bps Also in September, But To Slow Down Rate Hikes for the Rest of 2022
by Filippo Ramigni
20 September 2022
august - september 2022
A New Reliance? A Proposed Gas Pipeline And The Complicated Picture Of European Energy Security
A New Reliance? A Proposed Gas Pipeline And The Complicated Picture Of European Energy Security
A New Reliance? A Proposed Gas Pipeline And The Complicated Picture Of European Energy Security
by London Politica
14 September 2022
Market Views: ECB’s Tough Stance On Inflation May Have Arrived Too Late
A New Reliance? A Proposed Gas Pipeline And The Complicated Picture Of European Energy Security
A New Reliance? A Proposed Gas Pipeline And The Complicated Picture Of European Energy Security
by Filippo Ramigni
13 September 2022
Flash Preview: BoE to Increase Rates by 50bps Again In September
A New Reliance? A Proposed Gas Pipeline And The Complicated Picture Of European Energy Security
Market Views: The German Crisis Epitomises The Economic Impact of the New World Order
by Brunello Rosa and Nato Balavadze
9 September 2022
Market Views: The German Crisis Epitomises The Economic Impact of the New World Order
Market Views: The German Crisis Epitomises The Economic Impact of the New World Order
Market Views: The German Crisis Epitomises The Economic Impact of the New World Order
by Filippo Ramigni
9 September 2022
Flash Review: ECB Increases Its Policy Rates by 75bps And Aims at “Neutral Rate”
Market Views: The German Crisis Epitomises The Economic Impact of the New World Order
Flash Review: ECB Increases Its Policy Rates by 75bps And Aims at “Neutral Rate”
by Brunello Rosa and Nato Balavadze
8 September 2022
Preview: ECB to Increase Rates by At Least 50bps in September
Market Views: The German Crisis Epitomises The Economic Impact of the New World Order
Flash Review: ECB Increases Its Policy Rates by 75bps And Aims at “Neutral Rate”
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
6 September 2022
Qatar Prepares for a Historic World Cup
Market Views: Restoring The Fed's Credibility Goes Hand In Hand With Fighting Inflation
Market Views: Restoring The Fed's Credibility Goes Hand In Hand With Fighting Inflation
by Gulf State Analytics
2 September 2022
Market Views: Restoring The Fed's Credibility Goes Hand In Hand With Fighting Inflation
Market Views: Restoring The Fed's Credibility Goes Hand In Hand With Fighting Inflation
Market Views: Restoring The Fed's Credibility Goes Hand In Hand With Fighting Inflation
by Filippo Ramigni
23 August 2022
Causes and Consequences of Nancy Pelosi’s Visit to Taiwan
Market Views: Restoring The Fed's Credibility Goes Hand In Hand With Fighting Inflation
Causes and Consequences of Nancy Pelosi’s Visit to Taiwan
by London Politica
16 August 2022
Market Views: Fed’s Reality Check Will Be In Autumn
BOE Raise Rates, but Now Needs to Strike a Balance Between Rising Inflation and Upcoming Recession
Causes and Consequences of Nancy Pelosi’s Visit to Taiwan
by Filippo Ramigni
9 August 2022
BOE Raise Rates, but Now Needs to Strike a Balance Between Rising Inflation and Upcoming Recession
BOE Raise Rates, but Now Needs to Strike a Balance Between Rising Inflation and Upcoming Recession
BOE Raise Rates, but Now Needs to Strike a Balance Between Rising Inflation and Upcoming Recession
by Brunello Rosa and Nato Balavadze
4 August 2022
Economic Saudi-Israeli Relations Are Headed Towards Normalization
BOE Raise Rates, but Now Needs to Strike a Balance Between Rising Inflation and Upcoming Recession
BOE Raise Rates, but Now Needs to Strike a Balance Between Rising Inflation and Upcoming Recession
by Gulf State Analytics
3 August 2022
JUNE - july 2022
Flash Preview: BoE To Increase Bank Rate by 50bps in August
Preview: For Now The Fed to Continue Its Policy Tightening Undeterred by The Weakening Economy
Flash Review: Fed Hikes Fed Funds by 75bps, But Ongoing Rate Increases Will be Data Dependent
by Brunello Rosa and Nato Balavadze
29 July 2022
Flash Review: Fed Hikes Fed Funds by 75bps, But Ongoing Rate Increases Will be Data Dependent
Preview: For Now The Fed to Continue Its Policy Tightening Undeterred by The Weakening Economy
Flash Review: Fed Hikes Fed Funds by 75bps, But Ongoing Rate Increases Will be Data Dependent
by Brunello Rosa and Nato Balavadze
27 July 2022
Preview: For Now The Fed to Continue Its Policy Tightening Undeterred by The Weakening Economy
Preview: For Now The Fed to Continue Its Policy Tightening Undeterred by The Weakening Economy
Flash Review: The ECB Hikes More Than Expected Thanks To Its New Transmission Protection Instrument
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
25 July 2022
Flash Review: The ECB Hikes More Than Expected Thanks To Its New Transmission Protection Instrument
Flash Review: The ECB Hikes More Than Expected Thanks To Its New Transmission Protection Instrument
Flash Review: The ECB Hikes More Than Expected Thanks To Its New Transmission Protection Instrument
by Brunello Rosa and Nato Balavadze
21 July 2022
ECB To Start Its Policy Rate Normalisation and Launch Its Anti-Fragmentation Facility in July
Flash Review: The ECB Hikes More Than Expected Thanks To Its New Transmission Protection Instrument
Bold and Intriguing Reforms in Post-Qaboos OmanBold and Intriguing Reforms in Post-Qaboos Oman
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
15 July 2022
Bold and Intriguing Reforms in Post-Qaboos OmanBold and Intriguing Reforms in Post-Qaboos Oman
Flash Review: The ECB Hikes More Than Expected Thanks To Its New Transmission Protection Instrument
Bold and Intriguing Reforms in Post-Qaboos OmanBold and Intriguing Reforms in Post-Qaboos Oman
by Gulf State Analytics
7 July 2022
Deep Dive Into The Near-Term Future: Global Geopolitics, Macroeconomy, Policy And Financial Markets
Deep Dive Into The Near-Term Future: Global Geopolitics, Macroeconomy, Policy And Financial Markets
Deep Dive Into The Near-Term Future: Global Geopolitics, Macroeconomy, Policy And Financial Markets
by Brunello Rosa
21 June 2022
Flash Review: Bank of England Increases Rates by 25bps in June
Deep Dive Into The Near-Term Future: Global Geopolitics, Macroeconomy, Policy And Financial Markets
Deep Dive Into The Near-Term Future: Global Geopolitics, Macroeconomy, Policy And Financial Markets
by Brunello Rosa and Nato Balavadze
16 June 2022
Flash Review: Fed Front-Loads Its Tightening Cycle With A 75bps Hike in June
Deep Dive Into The Near-Term Future: Global Geopolitics, Macroeconomy, Policy And Financial Markets
Flash Review: Fed Front-Loads Its Tightening Cycle With A 75bps Hike in June
by Brunello Rosa and Nato Balavadze
15 June 2022
Flash Preview Change: Fed To Increase Rates by 75bps in June and July
Preview: FOMC to Increase Rates by 50bps In June and to Continue Hiking Rapidly Through Year End
Flash Review: Fed Front-Loads Its Tightening Cycle With A 75bps Hike in June
by Nouriel Roubini
14 June 2022
Preview: FOMC to Increase Rates by 50bps In June and to Continue Hiking Rapidly Through Year End
Preview: FOMC to Increase Rates by 50bps In June and to Continue Hiking Rapidly Through Year End
Preview: FOMC to Increase Rates by 50bps In June and to Continue Hiking Rapidly Through Year End
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
13 June 2022
Flash Preview: Yet Another Rate Hike From the BoE In June
Preview: FOMC to Increase Rates by 50bps In June and to Continue Hiking Rapidly Through Year End
Preview: FOMC to Increase Rates by 50bps In June and to Continue Hiking Rapidly Through Year End
by Brunello Rosa and Nato Balavadze
10 June 2022
APRIL - JUNE 2022
Deep Dive Into The Near-Term Future Part 2: Policy And Financial Markets
Deep Dive Into The Near-Term Future Part 1: Geopolitics and the Global Macroeconomy
Flash Review: The ECB Signals The Beginning of Rate Normalisation in July
by Brunello Rosa
10 June 2022
Flash Review: The ECB Signals The Beginning of Rate Normalisation in July
Deep Dive Into The Near-Term Future Part 1: Geopolitics and the Global Macroeconomy
Flash Review: The ECB Signals The Beginning of Rate Normalisation in July
by Brunello Rosa and Nato Balavadze
9 June 2022
Deep Dive Into The Near-Term Future Part 1: Geopolitics and the Global Macroeconomy
Deep Dive Into The Near-Term Future Part 1: Geopolitics and the Global Macroeconomy
Deep Dive Into The Near-Term Future Part 1: Geopolitics and the Global Macroeconomy
by Brunello Rosa
8 June 2022
Ukraine War To Impact Tourism in the GCC
Financial Warfare Against Russia: Stakes for Gulf Investors and Funds
Deep Dive Into The Near-Term Future Part 1: Geopolitics and the Global Macroeconomy
by Gulf State Analytics
7 June 2022
Flash Preview: ECB Prepares The Ground For The Rates Liftoff
Financial Warfare Against Russia: Stakes for Gulf Investors and Funds
Financial Warfare Against Russia: Stakes for Gulf Investors and Funds
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
2 June 2022
Financial Warfare Against Russia: Stakes for Gulf Investors and Funds
Financial Warfare Against Russia: Stakes for Gulf Investors and Funds
Financial Warfare Against Russia: Stakes for Gulf Investors and Funds
by Gulf State Analytics
12 May 2022
Flash Review: BOE Raises Rates and Begins The Process Of Asset Sales
Flash Review: Federal Reserve Raises Rates, Begins QT, And Signals More Tightening Ahead
Flash Review: Federal Reserve Raises Rates, Begins QT, And Signals More Tightening Ahead
by Brunello Rosa and Nato Balavadze
5 May 2022
Flash Review: Federal Reserve Raises Rates, Begins QT, And Signals More Tightening Ahead
Flash Review: Federal Reserve Raises Rates, Begins QT, And Signals More Tightening Ahead
Flash Review: Federal Reserve Raises Rates, Begins QT, And Signals More Tightening Ahead
by Brunello Rosa and Nato Balavadze
4 May 2022
Fed Preview: FOMC To Increase Rates by 50bps And Start QT In May
Flash Review: Federal Reserve Raises Rates, Begins QT, And Signals More Tightening Ahead
Flash Preview: BOE To Increase Rates for The Fourth Time in A Row To Respond To Surging Inflation
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
2 May 2022
Flash Preview: BOE To Increase Rates for The Fourth Time in A Row To Respond To Surging Inflation
Flash Preview: BOE To Increase Rates for The Fourth Time in A Row To Respond To Surging Inflation
Flash Preview: BOE To Increase Rates for The Fourth Time in A Row To Respond To Surging Inflation
by Brunello Rosa and Nato Balavadze
29 April 2022
Flash Review: ECB Sees Higher Chance of Net Asset Purchases Ending in Q3
Flash Preview: BOE To Increase Rates for The Fourth Time in A Row To Respond To Surging Inflation
Flash Review: ECB Sees Higher Chance of Net Asset Purchases Ending in Q3
by Brunello Rosa and Nato Balavadze
14 April 2022
Flash Preview: ECB Preparing The Ground For Policy Decisions In June
Flash Preview: BOE To Increase Rates for The Fourth Time in A Row To Respond To Surging Inflation
Flash Review: ECB Sees Higher Chance of Net Asset Purchases Ending in Q3
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
6 April 2022